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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,088 | $106,923+18.9% | $84,023+51.3% | $152,909-16.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.13% | 105.02%-88.9pp | 71.32%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $37,000 | $2,735+1252.6% | $1,984+1765.0% | $4,764+676.7% |
| Participant deferral / active EE | $22,000 | $4,013+448.3% | $3,239+579.2% | $5,851+276.0% |
| Admin fee / account holder | $1,930 | $8,289-76.7% | $6,102-68.4% | $11,601-83.4% |